))
Permanent Wealth Podcast 15: Helena Luckhurst - Private Client Lawyer with Fladgate LLP
Manage episode 343742098 series 2888103
Innhold levert av Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Today’s guest is Helena Luckhurst, a private client lawyer with Fladgate LLP who advises clients on wealth transfers and wealth succession planning.
Helena and I discuss the joy of inheritance tax, such as:
- The emotional impact that conversations (or worse lack of conversations) can have around planning for passing down wealth;
- Why deeds of variations are very useful;
- How good planning can enable people to capture an extra £350k worth of tax-free assets through the residents nil-rate band;
- Why pensions have become crucial wealth transfer vehicles since 2015;
- The options people have with generally their largest most illiquid asset – property;
And make sure you listen to the end to hear Helena highlight the key first steps when thinking about receiving or passing wealth along.
I hope you enjoy my conversation with Helena Luckhurst.
37 episoder
Del
